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True Beacon PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The True Beacon Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

True Beacon PMS - Snapshot

Total AUM

Rs.643 Cr.

1 Year Return

46.51%

Minimum Investment

Rs.50 Lakh

Experience

5 Years

Active Clients

297

True Beacon Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.55 / 5

Fees

3.48 / 5

Experience

3.66 / 5

Support

3.64 / 5

Facilities

3.51 / 5

Overall Rating

3.57 / 5

Star Rating


Overview of True Beacon Portfolio Management Services

Organization Type

Private

Head Office

Bengaluru, Karnataka

Founder

Richard Pattle

Founded In (year)

2019

No. of Active Clients

297

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

True Beacon PMS Returns or Performance

1 Year

46.51%

Nifty 50 - 1 Year

17.34%

3 Year

NA

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

True Beacon PMS Charges or Cost

Fixed Fees

2.00% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

5% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

True Beacon PMS Investment Strategies

Strategy Name EqFactorQuant
Start Date 18-Aug-22
Category Large & Mid Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks 48
1 Yr. Return 46.51%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr. Saurabh Dhole

Top Portfolio Managers of True Beacon Portfolio Management Services

#1

Mr. Saurabh Dhole

True Beacon Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 7 Working days

True Beacon Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

1.1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

1% within 1st Year

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True Beacon PMS - SEBI Details

SEBI Reg. No.

INP200007353

Contact Person

Tanvi Sheth

Telephone No.

9958871615

Address

The Marquis, 3rd Floor, No. 19, Vittal Mallya Road, BANGALORE, KARNATAKA, 560001

Starting Date

Mar 09, 2022

True Beacon Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

True Beacon Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

True Beacon PMS Backoffice or Dashboard Link

Web Platform

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